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Daniel Payne Location
United Kingdom
Daniel Payne Work
2025 -now IFA and Chartered Financial Planner @
2019 -2025 IFA and Chartered Financial Planner @
2017 -2019 IFA and Chartered Financial Planner @
2014 -2017 IFA and Chartered Financial Planner @
2012 -2014 IFA @ Towergate Financial (East)
2010 -2012 Corporate Financial Planner @ Commercial Bank
2006 -2010 Senior IFA and Team Leader @
2002 -2006 IFA (Trainee) @ IFA
1999 -2000 Paraplanner (work placement as part of degree) @ IFA
Daniel Payne Education
Chartered Insurance Institute
Advanced Diploma & Chartered Status
2001-2014
Nottingham Trent University
BA (Hons) (Financial Services)
1997-2001
Mid-Warwickshire College
A-Levels
1994-1997
Warwick School
GCSE
1986-1994
Daniel Payne Skills
Financial Planners
Investment Strategies
Wealth
Income Protection
Employee Benefits
Pensions
Strategic Financial Planning
Financial Reporting
Critical Illness
Personal Finance
Inheritance Tax Planning
Financial Services
Corporate Finance
Independent Financial Advice
SIPP
Mortgage Lending
Financial Planning
Investments
Financial Advisory
High Net Worth Individuals
Protection
Finance
Wealth Management Services
Management
Estate Planning
Wealth Management
Insurance
Retirement Planning
Holistic Financial Planning
Defined Benefit
Savings
Personal Financial Planning
Retirement
Investment Advisory
Daniel Payne Summary
Daniel Payne, based in United Kingdom, is currently a IFA and Chartered Financial Planner at Wren Sterling. Daniel Payne brings experience from previous roles at Golden Oak Wealth Management, OCM Wealth Management, Greyfriars Asset Management LLP and Towergate Financial (East). Daniel Payne holds a 2001 - 2014 Advanced Diploma & Chartered Status @ Chartered Insurance Institute. With a robust skill set that includes Financial Planners, Investment Strategies, Wealth, Income Protection, Employee Benefits and more. Daniel Payne has 2 emails and 1 mobile phone numbers on RocketReach.
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